Twin City Private Wealth’s Blackrock BLK Stock Holding History

Twin City Private Wealth’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Sell	1,677 -9	-0.5%	-$9.47K	1.22%	33
2025 Q4	$1.8M	Sell	1,686 -20	-1%	-$21.9K	1.36%	26
2025 Q3	$1.99M	Sell	1,706 -513	-23%	-$573K	1.55%	22
2025 Q2	$2.33M	Sell	2,219 -201	-8%	-$190K	1.9%	16
2025 Q1	$2.29M	Buy	2,420 +208	+9%	+$204K	2.02%	17
2024 Q4	$2.27M	Sell	2,212 -9	-0.4%	-$9.13K	2%	17
2024 Q3	$2.11M	Sell	2,221 -166	-7%	-$144K	1.83%	17
2024 Q2	$1.88M	Sell	2,387 -57	-2%	-$44.5K	1.77%	19
2024 Q1	$2.04M	Buy	+2,444	New	+$1.96M	2.01%	13

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin City Private Wealth's BLK Position: Q1 2026 in Review

Twin City Private Wealth reduced its Blackrock (BLK) stake by 0.53% in Q1 2026, selling an estimated $9.47K and leaving 1,677 shares worth $1.61M. The position accounts for 1.22% of the portfolio, ranked #33.

Twin City Private Wealth first reported a position in BLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q2 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Twin City Private Wealth held 1,677 shares of Blackrock worth $1.61M as of Q1 2026.
Twin City Private Wealth sold 9 Blackrock shares in Q1 2026, an estimated $9.47K.
Blackrock made up 1.22% of Twin City Private Wealth's portfolio in Q1 2026, its #33 holding.
Twin City Private Wealth first reported a position in Blackrock in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Blackrock position peaked at $2.33M in Q2 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.